Foundant Technologies

Product Marketing

• Develop compelling positioning and messaging across multiple products and segments
• Partner with product teams on go-to-market planning and execution for feature enhancements and new product initiatives
• Write and refine external product messaging for Foundant’s website, third-party review platforms, and sales materials
• Create sales enablement materials including pitch decks, brochures, tool kits, and comparison charts
• Conduct competitor analysis and translate research into messaging and sales enablement
• Measure message and positioning performance across the funnel and refine based on conversion and engagement metrics
• Own the client demand generation expansion strategy
• Define product priorities representing the biggest revenue opportunity with existing clients
• Develop narratives encouraging clients to upgrade, expand, or renew Foundant solutions
• Write, edit, and execute client communications to increase interest and revenue
• Partner with Client Success and Demand Generation on targeted client campaigns
• Test expansion messaging and campaign performance and refine based on upgrade, expansion, and renewal results
• Partner cross-functionally with stakeholders across the organization
• Report to the Senior Director of Product Marketing

Senior Manager, Product Marketing, Client Expansion

Customer Support

• Address clients’ software questions via phone calls, chats, and emails, prioritizing Service Learning Agreement (SLA) breaches
• Answer and solve client questions
• Collaborate with internal team members to find software solutions
• Escalate software issues when they arise
• Develop and maintain a high degree of Foundant product knowledge
• Ensure smooth client handoffs between team members and external teams
• Maintain proactive, solution-oriented problem identification and resolution
• Strategize and problem solve with team members to optimize client experience
• Enable cross-team communication with leadership and other team members
• Provide internal and external training on selected Foundant software products and their features/functions
• Contribute to continuous process improvement within and between Client Support areas
• Ensure consistent support availability during all support hours
• Assist with client-related projects
• Perform other duties as assigned

Client Support Specialist – Fund Accounting

Manager

• Own team member lifecycle strategy end to end, from sourcing through onboarding, early-tenure experience, and offboarding
• Manage and develop a small team spanning recruiting and team member experience
• Set strategy and standards for proactive sourcing, passive-candidate pipelines, and headhunting-driven outreach
• Build broader skillset agility across Foundant by aligning sourcing and hiring criteria with evolving team needs
• Own the company-wide hiring-manager partnership
• Set direction for onboarding and early-tenure experience, including structured check-ins
• Track new-hire retention and onboarding satisfaction
• Account for time-to-fill, time-to-hire, and offer-acceptance rate against targets
• Use data to direct recruiting priorities
• Partner with peers across the People team to connect recruiting, onboarding, and people operations

Talent Manager

Account Manager

• Build and maintain strong, trusted relationships with clients across Foundant's product portfolio
• Serve as a strategic advisor and advocate for clients
• Own the renewal process end to end
• Identify upsell and cross-sell opportunities aligned with client goals and product capabilities
• Track and assess client engagement, satisfaction, and usage metrics
• Identify and mitigate churn risk
• Partner with Customer Success to align on client needs, share feedback, and coordinate client-success efforts
• Develop account plans for key clients, including growth strategies, risk mitigation, and engagement tactics
• Maintain deep knowledge of Foundant, GivingData, and SmartSimple offerings
• Guide clients toward solutions and outcomes aligned with their missions
• Perform other duties as assigned

Customer Success Manager

• Lead, mentor, and grow a team of Client Success Managers
• Design and implement scalable success frameworks for the SmartSimple client portfolio
• Drive consistent product adoption and client outcomes
• Serve as the primary escalation point for SmartSimple accounts and resolve complex issues
• Build trusted-advisor relationships with senior client stakeholders
• Collaborate with SmartSimple implementation partners on account status, delivery timelines, and escalations
• Identify expansion opportunities and facilitate hand-offs to SmartSimple Professional Services
• Partner with Product, Engineering, Sales, and Account Management on client feedback, renewals, and expansions
• Monitor retention, health-score, and adoption metrics and drive proactive interventions
• Set team performance goals and provide regular coaching
• Ensure enterprise-level SLAs and contractual commitments are met
• Perform other duties as assigned

Senior Manager, Product Marketing, Client Expansion

Client Support Specialist – Fund Accounting

Talent Manager

Account Manager

Senior Manager, Client Success